iShares Russell 2000 Index shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Evergreen Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 36k | 241.96 |
| 2025-06-30 | $7.5M | 35k | 215.79 |
| 2025-03-31 | $6.8M | 34k | 199.49 |
| 2024-12-31 | $7.3M | 33k | 220.96 |
| 2024-09-30 | $6.9M | 31k | 220.89 |
| 2024-06-30 | $6.1M | 30k | 202.89 |
| 2024-03-31 | $5.9M | 28k | 210.30 |
| 2023-12-31 | $5.2M | 26k | 200.71 |
| 2023-09-30 | $3.9M | 22k | 177.56 |
| 2023-06-30 | $4.5M | 24k | 187.27 |
| 2023-03-31 | $4.0M | 23k | 178.40 |
| 2022-12-31 | $3.6M | 21k | 174.36 |
| 2022-09-30 | $3.3M | 20k | 164.94 |
| 2022-06-30 | $2.3M | 14k | 169.38 |
| 2022-03-31 | $2.4M | 12k | 205.23 |
| 2021-12-31 | $2.4M | 11k | 222.44 |
| 2021-09-30 | $2.3M | 11k | 218.71 |
| 2021-06-30 | $1.9M | 8.2k | 229.40 |
| 2021-03-31 | $2.7M | 12k | 220.94 |
| 2020-12-31 | $2.5M | 13k | 196.04 |
| 2020-09-30 | $775k | 5.2k | 149.87 |
| 2020-06-30 | $658k | 4.6k | 143.26 |
| 2020-03-31 | $455k | 4.0k | 114.49 |
| 2019-12-31 | $630k | 3.8k | 165.66 |
| 2019-09-30 | $668k | 4.4k | 151.27 |
| 2019-06-30 | $703k | 4.5k | 155.39 |
| 2019-03-31 | $705k | 4.6k | 153.09 |
| 2018-12-31 | $606k | 4.5k | 134.01 |
| 2018-09-30 | $2.3M | 14k | 168.57 |
| 2018-06-30 | $2.3M | 14k | 163.80 |
| 2018-03-31 | $2.1M | 14k | 151.87 |
| 2017-12-31 | $2.2M | 14k | 152.49 |
| 2017-09-30 | $1.9M | 13k | 148.21 |
More positions owned by Evergreen Capital Management
View all positions for Evergreen Capital Management